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Showing 61 - 70 of 10913 results for "Planning"

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... supported by seamless collaboration. "This integrated approach enables better coordinated wealth management, retirement planning and financial protection strategies, helping to deliver better long-term outcomes." Last year, Integro appointed a head of ...

Adviser exam pass rate exceeds 70% for the first time in 12 months

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... and broader economic stability. "We welcome our ongoing engagement with JSA and other government agencies on workforce planning issues. However, we are concerned that the Stakeholder Survey methodology is heavily reliant upon advertised job vacancies ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ...

Albanese stresses importance of 'economic sovereignty'

ELIZA BAVIN  |  THURSDAY, 2 APR 2026
... people feel like the economy is not working for them, if they're putting in the effort but not seeing the reward, if planning for the future feels like a luxury, then government cannot provide stability, just by keeping things as they are," he said. ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... legacy, to one child due solely to birth order or gender, there remains plenty families must consider when it comes to planning what will happen once they're gone. An estimated 13.7 million people expect to leave an inheritance over the coming decades ...

Women to drive tailored advice demand: State Street

RIDDHIMA TALWANI  |  WEDNESDAY, 1 APR 2026
... are expected to inherit an estimated $3.2 trillion over the next decade, creating demand for tailored advice, legacy planning and retirement income design, State Street Investment Management said. State Street's first module of Reimagining Retirement ...

APRA imposes additional licence conditions on Fiducian

RIDDHIMA TALWANI  |  WEDNESDAY, 1 APR 2026
... members on its platform. The step by the regulator follows a thematic review of Fiducian's investment governance, strategic planning and member outcomes practices. It identified deficiencies in its onboarding practices for new investment options, monitoring ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... Advisory Group will strengthen Count's platform for future growth, enhancing its ability to integrate further financial planning implementations, it said. The transaction values Oracle at an enterprise value of approximately $72 million with completion ...

Capstone launches back office service for self-licensed advisers

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
Capstone Financial Planning is launching a new business, focused on supporting self-licensed businesses to run and manage their own Australian financial services licence (AFSL). CapBack Licensee Solutions provides full support to self-licensed advisers ...